Department of Labor filing

COLONIAL COUNTRY CLUB

COLONIAL COUNTRY CLUB 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2023

Public filing 2023 · received Oct 14, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

63filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,300

Reported employer contributions per active participant.

Higher than about 56% of comparable plans

#People in the filing

155

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$26 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 78% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202363out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $1,160 · based on 247 comparable plans

Lower reported administrative expense78th percentileTypical peer $94 · based on 260 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, COLONIAL COUNTRY CLUB reported $201,444 in employer contributions across the plan and 155 active participants. That works out to $1,300 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 1165.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context63/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $201,444
Participant contributions: $425,874
Other contributions: $0
Employer share of reported contributions: 32.1%
Beginning assets: $7,005,233
Ending assets: $8,624,951
Ending net assets: $8,624,951
Ending liabilities: $0
Total income: $1,905,264
Total expenses: $285,546
Administrative expenses: $4,318
Participant loans: $78,863

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,306

2023

$1,300

Plan-paid administrative expenses per participant

2022

2023

$26

Active participants

2022

129

2023

155

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$1,300	155	8.6M	20241014093355NAL0026919361001
2022	$1,306	129	7M	20231016133930NAL0050849920001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 750201774-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 31, 1991
Industry: Arts, entertainment, and recreation
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20241014093355NAL0026919361001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗